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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,939 | $166,242+57.6% | $165,071+58.7% | $145,884+79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.84% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,271 | $5,283-57.0% | $4,347-47.8% | $4,662-51.3% |
| Participant deferral / active EE | $6,429 | $6,964-7.7% | $6,035+6.5% | $6,690-3.9% |
| Admin fee / account holder | $1,872 | $16,658-88.8% | $12,695-85.3% | $13,392-86.0% |